DFAT vs MVAL

ADFAT

BMVAL

Measures won3–1DFAT wins · of 6 · 5Y

$10,000 · 5Y$15,924DFAT · IJH $13,830

Lowest cost0.05%IJH · $5 on $10k

Most income1.56%MVAL · $156 on $10k

Smallest drop−8.8%IJH · worst fall in 1Y

Held in common1.0%DFAT and MVAL

DFAT

MVAL

Dimensional - US Targeted Value ETF · $30.8BVanEck ETF Trust - VanEck Morningstar Wide Moat Value ETF · $3M

+18.1%3 years · per year$16,470 · […][…]

+9.8%5 years · per year$15,924 · […][…]

0.31%Expense ratio$31 · $50 on $10k · lower wins0.50%

1.35%12-mo yield$135 · $156 on $10k1.56%

−9.6%Worst dropSmaller wins−12.2%

14.6%VolatilityLower wins15.1%

3–1DFAT wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDFAT · MVAL

0.3%BF-B4.8%

0.3%CPB2.4%

0.2%MKC4.2%

0.2%HII1.7%

Held in common1.0%

End-of-day Nov 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	ADFAT	Dimensional - US Targeted Value ETFRead Desk	0.31%	1.35%	−0.3%	+16.6%	+22.1%	+18.1%	+9.8%	−9.6%	$30.8B
2	IJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.25%	+0.6%	+9.5%	+12.9%	+16.5%	+6.7%	−8.8%	$121.4B
3	BMVAL	VanEck ETF Trust - VanEck Morningstar Wide Moat Value ETFRead Desk	0.50%	1.56%	−1.2%	+12.2%	+18.5%	new	new	−12.2%	$3M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	ADFAT	Dimensional - US Targeted Value ETFRead Desk	0.31%	1.35%	−0.3%	+16.6%	+22.1%	+18.1%	+9.8%	−9.6%	$30.8B
2	IJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.25%	+0.6%	+9.5%	+12.9%	+16.5%	+6.7%	−8.8%	$121.4B
3	BMVAL	VanEck ETF Trust - VanEck Morningstar Wide Moat Value ETFRead Desk	0.50%	1.56%	−1.2%	+12.2%	+18.5%	new	new	−12.2%	$3M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

DFAT vs MVAL

DFAT

Dimensional - US Targeted Value

$15,924

MVAL

VanEck ETF Trust - VanEck Morningstar Wide Moat Value

[…]

MeasureDFATMVAL

Fee0.31%0.50%

Cost on $10k a year$31$50

Yield1.35%1.56%

5 years, per year+9.8%[…]

3 years, per year+18.1%[…]

Worst drop · 1Y−9.6%−12.2%

Volatility · 1Y14.6%15.1%

3–1measures won
DFAT first

1.0%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: DFAT, MVAL, IJH

Today

30.2%most shared, DFAT and IJH

DFATMVALIJH

DFAT—1.0%30.2%

MVAL1.0%—0.0%

IJH30.2%0.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$120most kept, IJH

IJH$125 − $5 = $120

MVAL$156 − $50 = $106

DFAT$135 − $31 = $104

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee